Set up Optimizely Account
Last updated
Last updated
Before you begin, you will need the following:
Optimizely Account
CrossEngage Account
A website that implements the Optimizely snippet. See for more information.
User data that includes the Optimizely identifier
Dynamic Customer Profiles (DCP) function as a storage facility for customer data on Optimizely. The data stored there can be used on platforms implementing the Optimizely snippet.
The process for setting up DCPs is explained in the guide on Optimizely. Complete the following steps in the guide:
Create a DCP Service
Add a datasource
Define attributes
In Optimizely, click on your profile in the bottom right corner.
Go to the API Access Tab.
Click on Generate new Token.
Give your token a meaningful name, and click on Create.
An API token is required in order for CrossEngage to access the Optimizely API. Complete the steps in the guide to generate an API token. Save this value, as it will be required for the CrossEngage integration setup later.
During the DCP setup, you configured a unique ID in step 5 of . In order to store this unique ID value in CrossEngage, you can either create a new trait or use an existing trait. The value used will be configured in the integration setup. Ensure that you include this trait when creating users in the next step.
Users can be loaded on to the CrossEngage platform via the API or through the User Feed. Consult the documentation to learn more.